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iShares Russell 3000 Value Index shares owned by Patten

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Patten from 13F filings

Historical chart of Patten investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 Value Index held by Patten consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Patten

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 95.49
2024-06-30 $1.0M 12k 88.13
2024-03-31 $977k 11k 90.44
2023-12-31 $596k 7.1k 84.33

More positions owned by Patten

NVIDIA Corporation (NVDA)
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Visa Com Cl A (V)
Ishares Tr Rus 1000 Grw Etf (IWF)
Kimberly-Clark Corporation (KMB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Carrier Global Corporation (CARR)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Patten

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index